The financial world is changing fast — and so must you.If you’re a financial planner still focused on products and portfolios, it’s time to invest in yourself. The future belongs to Total Wealth Planners — professionals who help people plan their lives, not just their money. Here’s why this shift isn’t optional — it’s your … Continue reading Calling All Financial Planners: It’s Time to Reskill as a Total Wealth Planner →